At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories. That it depends thereby less on large names, but on the future potential and whether the market also recognizes these perspectives, was one of its first learnings at the stock exchange.
On these pages, Nico examines current events at listed companies and takes a closer look at companies that are traded under the radar of the market, in addition to well-known securities.
In order to be able to take advantage of speculative opportunities on the stock exchange, Nico not only focuses on a balanced asset allocation of defensive and opportunity-oriented securities, but also on an intact risk management. "In addition to position size and entry in several tranches, investors should also develop a sense of timing and get to know a stock better before investing," says the columnist.
Commented by Nico Popp
Commented by Nico Popp on July 18th, 2023 | 07:30 CEST
320% return - this stock is tomorrow's star: Mercedes-Benz, Altech Advanced Materials, Meyer Burger
Mercedes-Benz dealerships have sent a desperate letter to the Group as sales stagnate. The fear is also spreading in Wolfsburg. German car manufacturers are experiencing a significant decline in sales compared to 2019. E-cars, in particular, are not finding favour with buyers. The German government is already considering renewed incentives. But is that enough? We take a look at investments in the automotive industry and show alternatives.
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Commented by Nico Popp on July 17th, 2023 | 07:55 CEST
The hour of the problem solvers: BASF, BYD, dynaCERT
The transformation of industry is not proceeding smoothly. The best example is the recent profit warning from the chemical group BASF. Earlier, Lanxess and the Swiss company Clariant also revised their forecasts. The reason: The economic recovery in the second half of the year is likely to be slower than previously assumed. When the global economy falters, chemical companies are among the first to feel the effects - they produce many important basic materials and are linked to many other industries. Although BASF already sees demand for basic chemicals at a low level that is not expected to decline further, there are no signs of any recovery momentum either.
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Commented by Nico Popp on July 13th, 2023 | 08:00 CEST
Germany on the brink - what needs to happen now: JinkoSolar, Siemens Energy, Defiance Silver
It is an explosive study presented by the Kiel Institute for the World Economy (IfW) and reported by Handelsblatt: By 2024, investments in Germany will increase by only 2.2%. Given the huge challenges posed by climate change and the energy transition, this forecast is frightening. How do we secure future prosperity? Which international companies are outpacing us, and where can Germany still turn the tide?
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Commented by Nico Popp on July 12th, 2023 | 08:20 CEST
Multipliers in the shadow of the hydrogen hype? ThyssenKrupp Nucera, TUI, Desert Gold Ventures
Anyone who simply wants to take a chance on the stock market currently has many options. The IPO of ThyssenKrupp Nucera shines a spotlight on the hydrogen sector. Hydrogen is virtually irreplaceable for the future of the industry. But what other investment ideas are emerging? Shares in the vacation and leisure sector are currently booming. We examine what opportunities are emerging and why the hottest trend does not always mean the best investment.
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Commented by Nico Popp on July 11th, 2023 | 07:30 CEST
Returns thanks to e-prescription and co.: Redcare Pharmacy, BB Biotech, Cardiol Therapeutics
There are attractive returns to be had in the healthcare sector. Innovative approaches around data and biotechnology are particularly promising, according to Daniel Matviyenko, Portfolio Manager of Healthcare Strategies at Jennison Associates. But what does this innovation look like in concrete terms? And how can investors invest? We highlight the healthcare industry using three companies as examples, with a special focus on opportunities in select individual stocks.
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Commented by Nico Popp on July 5th, 2023 | 07:25 CEST
Hydrogen - the best is yet to come: Siemens Energy, Plug Power, RegenX Tech
Hydrogen is considered the energy carrier of the future. But the gas, which can be produced in a climate-neutral manner, is not a panacea. Only recently, experts described heating with hydrogen as a "dead end" in an article for Focus magazine. At the same time, the substance is gaining importance in industry. In Germany, a "hydrogen capital" is even emerging. This article explores the current trends in hydrogen and identifies the precious metal that could particularly benefit in the future.
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Commented by Nico Popp on July 3rd, 2023 | 08:15 CEST
Norway plans rare earths coup - but at what cost? Rheinmetall, Mercedes-Benz, Defense Metals
Tanks are rolling through Europe once again. Since February 24, 2022, the Ukraine war has kept the world on edge. But even on Germany's roads, vehicles weighing several tons are rolling around in the form of SUVs. While in China, a 700 kg city runabout is winning the hearts of customers, in Germany, even the lower middle class like to show off. Today we look at what this means for the hunger for critical raw materials, why Norway now wants to mine rare earths at the bottom of the sea, and what promising land alternatives exist.
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Commented by Nico Popp on June 29th, 2023 | 07:50 CEST
Hydrogen abc - Everything about opportunities and risks: ThyssenKrupp, Daimler Truck, First Hydrogen
Hydrogen is experiencing a boom. The upcoming IPO of ThyssenKrupp subsidiary Nucera has a signal effect. At the beginning of the subscription period, the demand for the shares of the hydrogen specialist exceeded the supply. The shares are to be traded for the first time on July 5. Here we will discuss what Nucera's IPO means for the industry and where risks and opportunities lurk.
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Commented by Nico Popp on June 28th, 2023 | 07:00 CEST
Bank shock and gold trickery: Deutsche Bank, Commerzbank, Globex Mining
Stress can be positive. That is when it sharpens our senses and is part of a constructive process. To be prepared for stress, banks undergo so-called stress tests. As the European banking supervisory authority has now reported, institutions must be prepared for negative surprises - the consequences for shareholders and customers are likely to be noticeable. We explain the situation and present alternatives.
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Commented by Nico Popp on June 26th, 2023 | 08:30 CEST
Energy chaos? Not at all! Siemens Energy, ThyssenKrupp, Saturn Oil + Gas
The world is changing - and German companies are at the forefront. Siemens Energy could partner with the world's largest solar company, Longi, in its planned plant in Germany. ThyssenKrupp wants to take off with its hydrogen subsidiary Nucera and has high hopes of an IPO before the summer break. But there are also problems: Siemens Energy's share price crashed recently due to issues at the wind energy subsidiary. We look at how investors can best navigate the green revolution.
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